Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Private Client Services, LLC, Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advising, he is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a combination of mutual funds, ETFs, structured products, bonds, and equities with both fundamental and technical analysis, and conducts due diligence on third-party managers, incorporating AI tools under human oversight.

William Cann is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Owen LaRue since 2024. Cann also serves as Chief Investment Officer and Commercial Lending Specialist at The Cecilian Bank, where he has been employed since 2009. Outside of finance, he participates in stewardship activities for the Lincoln Association of Baptists. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a mix of mutual funds, ETFs, structured products, bonds, and equities, applying fundamental and technical analysis with periodic rebalancing to meet client objectives and risk tolerance.

James Owen is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial LLC. Outside of his advisory role, Owen serves as Chair and Board Member of the Hardin County Chamber of Commerce Public Policy Committee and is involved in a direct primary care medical office as a member. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, employing both fundamental and technical analysis along with due diligence on third-party managers and use of AI-supported research with human oversight.

Clay Watkins is a CFP® professional with eight years of industry experience, currently serving at LFG Wealth Partners, LLC. His prior roles include positions at AE Wealth Management, Facet Wealth, Robert W. Baird & Co., and Hilliard Lyons. He is also involved in insurance sales and services through Legato Insurance Group, Inc. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Maverick Melton is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at LFG Wealth Partners, LLC and previously worked at Fidelity Investments. Outside of financial advising, he serves as an independent contractor providing forestry management consulting. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes strategies such as direct indexing, options trading, and strategic asset allocation.

Jeanna Clark is a financial advisor at LFG Wealth Partners, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services, Robert W. Baird & Co., and J.J.B. Hilliard W.L. Lyons. Clark is also associated with Legato Financial Group, an insurance affiliate of her current firm. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm employs a mix of fundamental, technical, and cyclical analysis strategies, including direct indexing with tax-loss harvesting and options trading, tailoring management to each client’s objectives and risk tolerance.

Jason Vander Pol is a financial advisor at LFG Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lord and Richards Wealth Management, Strategic Wealth Investment Group, and US Bancorp Investments. Outside of advising, he is president of Maurelli Consulting, an Amazon-based eCommerce business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a disciplined investment process featuring fundamental, technical, and cyclical analysis, with strategies such as direct indexing, options trading, and strategic asset allocation.

Kylee Marcy is a financial advisor at LFG Wealth Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, LLC, Fifth Third Bank, and PNC Bank. Outside of her advisory role, she serves on the Board of Trustees for the Kentucky Opera, contributing to arts organization and performance decisions. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management using model portfolios, discretionary direct-asset management, and ERISA plan services. The firm employs a mix of fundamental, technical, and cyclical analysis, including direct indexing, options trading, and strategic asset allocation.

Brenton Ditto is a financial advisor at Magnate Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Private Advisor Group, LLC. He also operates Ditto Wealth Management in Elizabethtown, KY. Magnate Advisory Services serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a diversified, tax-aware investment approach based on Modern Portfolio Theory and serves a high volume of clients through standardized processes.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Ryan Kelly is a CFA® charterholder with one year of industry experience. He is currently with LFG Wealth Partners, LLC and previously worked at Legato Financial Group, Inc., Farm Credit Mid America, and Earnest Partners. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Patrick Rumoro is a financial advisor at LFG Wealth Partners, LLC with Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms including AE Wealth Management, Silver Oak Securities, and Magnate Wealth Management. Outside of advising, he manages a real estate holding company and owns a travel accessory product sales business. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm employs a combination of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Kevin Davis is a financial advisor at WesBanco Securities, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities, and Fifth Third Bank. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee and third-party managed solutions, using a range of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at WesBanco Securities since 2018 and previously held roles at WesBanco Bank, PNC Bank, and PNC Investments. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and strategies while maintaining a primarily nondiscretionary approach.

Mark Philpott is a financial advisor at WesBanco Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Bank, CUNA Mutual Group, and PNC Investments. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 842 clients. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, employing diverse analytical methods and strategies within a platform affiliated with a bank, trust company, and insurance agency.